Two Point Capital Management, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FISERV INC | 0 | 233,199 | +233,199 | 0 | 13,012,505 | — | +13,012,505 |
| HERSHEY CO | 0 | 21,596 | +21,596 | 0 | 4,489,593 | — | +4,489,593 |
| EATON CORP PLC | 0 | 36,860 | +36,860 | 0 | 13,183,633 | — | +13,183,633 |
| HONEYWELL INTL INC | 0 | 40,758 | +40,758 | 0 | 9,212,532 | — | +9,212,532 |
| AIR PRODUCTS AND CHEMICALS I | 0 | 22,586 | +22,586 | 0 | 6,561,119 | — | +6,561,119 |
| ARROW ELECTRS INC | 0 | 18,243 | +18,243 | 0 | 2,616,229 | — | +2,616,229 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 0 | 113,223 | +113,223 | 0 | 6,519,404 | — | +6,519,404 |
| INDEPENDENT BK CORP MASS | 0 | 5,184 | +5,184 | 0 | 389,889 | — | +389,889 |
| ALPHABET INC | 0 | 1,046 | +1,046 | 0 | 300,056 | — | +300,056 |
| DOVER CORP | 0 | 28,515 | +28,515 | 0 | 5,943,862 | — | +5,943,862 |
| STATE STR SPDR S&P 500 ETF T | 0 | 7,162 | +7,162 | 0 | 4,657,746 | — | +4,657,746 |
| CORNING INC | 0 | 38,110 | +38,110 | 0 | 5,181,863 | — | +5,181,863 |
| CISCO SYS INC | 0 | 137,494 | +137,494 | 0 | 10,668,197 | — | +10,668,197 |
| JACOBS SOLUTIONS INC | 0 | 76,460 | +76,460 | 0 | 9,731,827 | — | +9,731,827 |
| STRYKER CORPORATION | 0 | 18,087 | +18,087 | 0 | 5,943,089 | — | +5,943,089 |
| AMDOCS LTD | 0 | 27,373 | +27,373 | 0 | 1,786,352 | — | +1,786,352 |
| MEDTRONIC PLC | 0 | 72,897 | +72,897 | 0 | 6,316,539 | — | +6,316,539 |
| THERMO FISHER SCIENTIFIC INC | 0 | 10,059 | +10,059 | 0 | 4,944,361 | — | +4,944,361 |
| PAYCHEX INC | 0 | 59,838 | +59,838 | 0 | 5,512,310 | — | +5,512,310 |
| APPLE INC | 0 | 62,202 | +62,202 | 0 | 15,786,231 | — | +15,786,231 |
| D R HORTON INC | 0 | 131,120 | +131,120 | 0 | 17,992,321 | — | +17,992,321 |
| INTUIT | 0 | 5,460 | +5,460 | 0 | 2,360,894 | — | +2,360,894 |
| PARKER-HANNIFIN CORP | 0 | 11,286 | +11,286 | 0 | 10,103,343 | — | +10,103,343 |
| ACCENTURE PLC IRELAND | 0 | 33,195 | +33,195 | 0 | 6,582,266 | — | +6,582,266 |
| ORACLE CORP | 0 | 59,589 | +59,589 | 0 | 8,766,124 | — | +8,766,124 |
| CUMMINS INC | 0 | 27,630 | +27,630 | 0 | 14,865,381 | — | +14,865,381 |
| MICROSOFT CORP | 0 | 46,846 | +46,846 | 0 | 17,341,125 | — | +17,341,125 |
| ALPHABET INC | 0 | 63,465 | +63,465 | 0 | 18,250,089 | — | +18,250,089 |